OBM Form Renewal

IMPORTANT! You MUST use a PC and Google Chrome to access the Onboarding Module application.

To renew a form:

1. On all Completed Form Details pages, select the Renew button at the bottom of the screen or from the action menu.

2. The system prompts for confirmation. Click Proceed. 

NOTE: Once you confirm, the form is moved to Pending Forms tab. 

3. Navigate to the Pending Forms tab. Locate the desired form.

4. Select the three dots action button located to the right. Select Edit from the menu.

NOTE: Alternatively, select the hyperlinked form name and choose Edit Form on the Form Details page. You have the option to download the latest Excel file, accessible in the Offline Form section. This option requires you to complete the form offline and upload the CSV. Please review the instructions provided on the Introduction worksheet of the file.

IMPORTANT! If the Edit button is not displayed, the form is not currently assigned to you. Use the Reassign option to assign the form to the correct user. Only one person can be assigned to a form at any given time.

5. Review the Introduction page. Click Next.

NOTE: Once the supplier begins working on the form, they have the flexibility to save the form and exit at any point. All entered information will be saved during this process.

6. Complete all questions in the form. Once you reach the last question, right before the Submitter page, you much select the Submitter option from the left-hand navigation to open the page. There is no Next button.

7. Click the Save button.

IMPORTANT! Users must ensure they click the Save button prior to clicking the SUBMIT button at the end of the survey to complete the questionnaire. The Save button does not submit the survey for scoring or updates. The Submit button remains greyed out until ALL questions are answered and the form has been saved.

8. Click OK to confirm save.

9. Click the Submit button.

IMPORTANT! If you complete the form offline and upload the completed form, you must complete this page directly in OBM, online.

10. Click OK to confirm submission.

As you progress through the form request, you will see the following Request Status percentages:

  • Pending Provisioning: Request Status 20%
  • Provisioned: Request Status 40%
  • First Time Access: Request Status 60%
  • Form Started: Request Status 80%

NOTES:

    • Once the user submits the form, the form displays under the Completed Forms
    • The score summary details are displayed on the bottom right of the Forms Details page.
    • Recent Request will be updated to include expiration date of the form.
    • Revision History will display the latest revision. Additionally, you will have the ability to download all the revisions. The answers display along the right-hand side of the PDF.
Updated on November 21, 2024
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